Role OverviewProvide guidance and direction to Financial Representatives, leading production results, customer acquisition, and agent retention. Ensure the 'Agency System' is executed effectively to achieve staff scorecard objectives.
What You Will Do
Possess knowledge of the W&S Sales Process, demonstrate skills, and provide functional and technical expertise to associates. Drive sales through prospecting, appointment setting, cross-sell, and up-sell to target middle-market customers and prospects.
Why It Might Be a Fit
Manage and develop Financial Representatives, train, coach, and develop by creating and implementing a Business Plan to produce profitable results in sales.
Requirements
- 7+ years of relevant experience as a sales and marketing professional within the financial services industry
- execution experience and solid business acumen
- State Life and Health license prior to hire
- FINRA SIE, Series 6, Series 63 & Series 26 or equivalent prior to hire
- high school diploma or equivalent; college degree preferred
- working knowledge of word processing and spreadsheet applications
- working knowledge of internet and email
Benefits
- USD $70,000.00/Hr. - USD $100,000.00/Hr.
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